How to Re-Sync Your Bank Account in QuickBooks Self-Employed for Missing Transactions

QuickBooks Self-Employed is a great tool for freelancers and sole proprietors to manage their finances, but sometimes users face issues with QuickBooks Self-Employed missing transactions or a bank feed not updating. If you’ve encountered missing transactions in QuickBooks Self-Employed, don’t panic! It’s a common issue, and it’s often solvable by re-syncing your bank account or reconnecting your bank feed.

In this guide, we’ll walk you through the steps on how to re-sync your bank account in QuickBooks Self-Employed, resolve connection issues, and recover missing transactions so you can get your bookkeeping back on track.

📞 Need help right away? Call QuickBooks Self-Employed Support at 844-753-8012.

Also Read: How to Resolve Incorrect Account Balances in QuickBooks Online

Why Are My Transactions Missing in QuickBooks Self-Employed?

There are several reasons QuickBooks Self-Employed missing transactions can occur. These include:

1. Bank Feed Not Updating

Your bank feed may have stopped updating due to issues like connection problems, an expired connection, or authentication issues.

2. QuickBooks Self-Employed Bank Connection Problem

If QuickBooks Self-Employed loses its connection with your bank, it can lead to missing transactions. This can happen when bank credentials change, or your bank’s security settings block the connection.

3. Incorrect Date Range

Sometimes, missing transactions from May to November could be due to the date range you’re importing. QuickBooks Self-Employed may only pull the most recent transactions, leaving older ones behind.

4. Banking Errors or Glitches

Temporary glitches in the bank’s feed or issues on QuickBooks’ side can cause delays in importing transactions, or certain transactions may be overlooked.

5. Manual Errors or Overwriting

If you’ve manually added transactions to QuickBooks, or if a manual reconciliation was done incorrectly, some transactions might be missed or not appear in the bank feed.

Also Read: QuickBooks Online: Fix Accounts Receivable Appearing on the P&L

How to Re-Sync Your Bank Account in QuickBooks Self-Employed

If you’re experiencing issues with QuickBooks Self-Employed missing transactions, follow these steps to re-sync your bank account and recover those transactions:

Step 1: Disconnect and Reconnect Your Bank Account

1. Log in to QuickBooks Self-Employed: Open your QuickBooks Self-Employed dashboard.
2. Go to Banking: From the left-hand menu, click on Banking.
3. Select the Bank Account: Find the account that is having issues with missing transactions.
4. Disconnect the Bank Feed: Click on the Edit icon (pencil) next to the account, and select Disconnect. Confirm that you want to disconnect the bank feed.
5. Reconnect the Bank Feed: Once disconnected, click on the Link Account button to reconnect the bank. Enter your bank login details to authorize the connection.

💡 Tip: Reconnecting your bank account can resolve issues related to QuickBooks Self-Employed bank sync error and bank connection problem.

Step 2: Manually Import Missing Transactions

If some transactions are still missing, you can import them manually.

1. Export Transactions from Your Bank: Log in to your bank’s website and download the missing transactions as a CSV, QBO, or OFX file.
2. Go Back to QuickBooks Self-Employed: In your banking dashboard, select Upload transactions.
3. Select the File Type: Choose the file type (CSV, QBO, or OFX) and upload the file containing your missing transactions.
4. Review and Match Transactions: QuickBooks will automatically match the imported transactions to existing records. You’ll need to verify that each transaction is categorized correctly.

⚠️ Important: Ensure that you’re using the correct date range when importing older transactions. If you’re importing transactions from May to November, check that the start and end dates cover this period.

Step 3: Fix Bank Reconciliation Missing Data

If you’ve been reconciling your account and find that bank reconciliation is missing data, re-syncing your bank account should bring the missing transactions back. After reconnecting:

1. Go to Reconciliation: In QuickBooks Self-Employed, navigate to the Reconciliation tab under Accounting.
2. Match Transactions: Ensure that all missing transactions are reconciled properly. If discrepancies remain, you can manually adjust or match transactions by clicking on each entry.
3. Complete Reconciliation: Once you’ve matched all transactions and fixed any issues, complete your reconciliation.

This should restore any missing entries in your bank reconciliation.

Also Read: How to Fix the QuickBooks PayPal Connector Installation Error

Common QuickBooks Self-Employed Bank Sync Issues and Fixes

1. QuickBooks Self-Employed Bank Feed Stopped Updating

If the bank feed has completely stopped updating, try the following:

• Re-login: Log out of QuickBooks and log back in to reset the connection.
• Reconnect Bank: Disconnect and reconnect your bank account as outlined earlier.
• Clear Cache: Clear your browser’s cache and cookies. Sometimes, this can help resolve syncing issues.
• Bank Issues: Ensure your bank hasn’t imposed restrictions on the feed. Some banks have security measures that block QuickBooks from accessing your account.

2. QuickBooks Self-Employed Connection Issue with Bank

If you see a QuickBooks Self-Employed bank connection problem, it could be due to authentication issues. Try the following:

• Check Credentials: Ensure your login credentials are correct and that you’ve granted QuickBooks permission to access your bank account.
• Update Your Bank Info: If your bank requires additional security measures (like two-factor authentication), make sure to update your information in QuickBooks.
• Contact Your Bank: Sometimes, the issue is on the bank’s side. Contact customer support to ensure there are no issues with your bank’s online services.

3. Importing Missing Transactions from the Past

If you’re looking to import missing transactions from several months ago, use the manual import method:

• Export the transactions directly from your bank’s website.
• Import the file into QuickBooks Self-Employed under Banking > Upload Transactions.
• Double-check the date range to ensure you’re pulling in the correct set of transactions.

How to Prevent Missing Transactions in QuickBooks Self-Employed

Here are some tips to avoid future issues with missing transactions in QuickBooks Self-Employed:

1. Regularly Reconcile Your Accounts

Performing regular reconciliations will help you catch missing transactions early and prevent discrepancies in your reports.

2. Verify Bank Account Link

Ensure that your bank feed is properly linked to your QuickBooks Self-Employed account. If you change your bank login details, make sure to update the connection.

3. Download Transactions Regularly

Make it a habit to download and upload your bank transactions regularly to keep your QuickBooks account up to date.

When to Contact QuickBooks Self-Employed Support

If you’ve followed the steps above and still cannot resolve the QuickBooks Self-Employed bank feed not updating, or if you’re experiencing missing transactions from months ago, it may be time to reach out to QuickBooks support.

📞 For QuickBooks Self-Employed troubleshooting, call us at 844-753-8012.

Our team can assist with complex issues like:

• Reconnecting your bank account
• Recovering old transactions
• Resolving synchronization errors

Conclusion

QuickBooks Self-Employed missing transactions or bank feed not updating can be frustrating, but the good news is that they’re often solvable. By following the steps to re-sync your bank account and manually importing any missing transactions, you can get your bookkeeping back on track in no time.

Whether you’re struggling with QuickBooks Self-Employed bank sync errors or need help fixing imported transactions, remember that help is just a phone call away.

📞 QuickBooks Self-Employed Support: Call 844-753-8012 for expert help and troubleshooting.